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R11i Order ManagementSuite of Products: OrderManagement ProcessStudent Guide
14650GC11
Production 1.1
October 2000
M013578
Copyright Oracle Corporation, 2000. All rights reserved.
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Authors
Tom Myers, Gina Savinelli, James Siri
Technical Contributors and Reviewers
Ginger Alexander, Jim Carbone, Charlene Chandonia, Dianne Culver, JoshuaGould, Scott Schnitzius, Tsui Ying Wang
This book was published using:
Oracle Tutor
Copyright Oracle Corporation, 2000. All rights reserved.
R11i Order Management Suite of Products: Order Management Process Table of Contentsi
Table of Contents
Overview to the Order Management Process......................................................................1-1Overview to the Order Management Process ......................................................................1-2Objectives ............................................................................................................................1-3Agenda.................................................................................................................................1-6Basic Order Process.............................................................................................................1-7Some Interfaces and APIs Used in the R11i Business Flow................................................1-8Basic Order Process Flows ..................................................................................................1-9Vendor Drop Ship or Combination Standard with Drop Ship Order Flow..........................1-10Internal Order Flow .............................................................................................................1-11Workflow.............................................................................................................................1-12Workflows ...........................................................................................................................1-13Sample Header Flow............................................................................................................1-14Sample Line Flow................................................................................................................1-15Workflows ...........................................................................................................................1-16Review Question..................................................................................................................1-17Agenda.................................................................................................................................1-19Managing Customers ...........................................................................................................1-20Customers ............................................................................................................................1-21Merging Incorrect Data........................................................................................................1-22Customer Entry Methods .....................................................................................................1-23Customer Tab ......................................................................................................................1-24Customer Credit Check and Credit Card Validation...........................................................1-25Review Question..................................................................................................................1-26Agenda.................................................................................................................................1-28Order Entry Methods ...........................................................................................................1-29General Order Import Flow .................................................................................................1-30Entering Orders in the Sales Orders Window......................................................................1-31Sales Order Entry.................................................................................................................1-32Header Information..............................................................................................................1-33Line Information..................................................................................................................1-34Line Sets ..............................................................................................................................1-35Item Pricing .........................................................................................................................1-36Advanced Pricing Engine ....................................................................................................1-37Advanced Pricing Terms .....................................................................................................1-38Pricing..................................................................................................................................1-39Advanced Pricing.................................................................................................................1-40Tax Triangulation ................................................................................................................1-41Scheduling Orders ...............................................................................................................1-42Scheduling Order Lines .......................................................................................................1-43Global ATP Server ..............................................................................................................1-44Attachments .........................................................................................................................1-45Invoicing..............................................................................................................................1-46Review Question..................................................................................................................1-47Agenda.................................................................................................................................1-49Configurator.........................................................................................................................1-50Assemble-to-Order Models..................................................................................................1-51Pick-to-Order Models ..........................................................................................................1-52Order Configurator ..............................................................................................................1-53Agenda.................................................................................................................................1-54View Orders and Lines Using the OM Order Organizer .....................................................1-55Order Organizer ...................................................................................................................1-56Viewing Order Information .................................................................................................1-58
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R11i Order Management Suite of Products: Order Management Process Table of Contentsii
How to View Adjustments, Modifiers, and Reasons ...........................................................1-59Four Ways to Manage an Order Flow..................................................................................1-60Managing the Notification Process......................................................................................1-61Hold Orders Example ..........................................................................................................1-62System Versus User-Defined Holds ....................................................................................1-63Releasing Holds ...................................................................................................................1-64Changes ...............................................................................................................................1-65Cancellations .......................................................................................................................1-66Order Copy ..........................................................................................................................1-67Mass Change........................................................................................................................1-68Review Question..................................................................................................................1-69Agenda.................................................................................................................................1-71Create Quotes in Oracle Order Capture ...............................................................................1-72Order Capture Integration....................................................................................................1-73Manage Quotes ....................................................................................................................1-74Agenda.................................................................................................................................1-75Setup and Implementation ...................................................................................................1-76Oracle Implementation Wizard............................................................................................1-80Reports.................................................................................................................................1-81Review Question..................................................................................................................1-82Summary..............................................................................................................................1-84
Manage Customers ................................................................................................................2-1Manage Customers ..............................................................................................................2-2Agenda.................................................................................................................................2-3Objectives ............................................................................................................................2-5Agenda.................................................................................................................................2-6Using Oracle Applications Help ..........................................................................................2-7Using Oracle Applications Help Within a Window.............................................................2-8Managing Customers ...........................................................................................................2-9What is the New Customer Model? .....................................................................................2-10New Customer Model Components.....................................................................................2-11New Customer Model Features ...........................................................................................2-12New Customer Model Benefit .............................................................................................2-13Entities of the New Customer Model...................................................................................2-14New Customer Model..........................................................................................................2-15Organization or Person Customer Registry .........................................................................2-16Customer Addresses ............................................................................................................2-17Organization or Person Customer Relationships ................................................................2-18Customer Accounts..............................................................................................................2-19Customer Accounts Link with Organization or Person Customer.......................................2-20Upgrade of AR Customer Modules .....................................................................................2-21Specific Features of Customer Management .......................................................................2-22Customer Form Flow...........................................................................................................2-24Integrating Customer Information .......................................................................................2-25Review Question..................................................................................................................2-26Agenda.................................................................................................................................2-28Profile Classes .....................................................................................................................2-29Customer Profile Class Characteristics................................................................................2-30Managing Customer Profiles ...............................................................................................2-31Review Question..................................................................................................................2-32Agenda.................................................................................................................................2-34Enter Customer Information ................................................................................................2-35Customer Entry Methods .....................................................................................................2-36Business Issues ....................................................................................................................2-37Using Standard and Quick Customer Entry.........................................................................2-39Setting Customer Tax Attributes .........................................................................................2-41
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R11i Order Management Suite of Products: Order Management Process Table of Contentsiii
Business Purposes................................................................................................................2-42Order Management Customer Information..........................................................................2-43Order Management Attributes in Customer Tables .............................................................2-44Multiple Business Purposes .................................................................................................2-45Multiple Sites and Business Purposes: Centralized Example ..............................................2-46Multiple Sites and Business Purposes: Decentralized Example ..........................................2-47Over and Under Shipments..................................................................................................2-48Interface Customer Entry.....................................................................................................2-49Review Question..................................................................................................................2-50Agenda.................................................................................................................................2-52Customer Relationships .......................................................................................................2-53Customer Relationship Examples ........................................................................................2-55Review Question..................................................................................................................2-56Agenda.................................................................................................................................2-58Merge Customers.................................................................................................................2-59Merge Overview ..................................................................................................................2-60Merging Incorrect Data........................................................................................................2-61Merging Site Data................................................................................................................2-62Merging Customer Data.......................................................................................................2-63Merging Other Application Transactions ............................................................................2-64Controlling the Merge Process ............................................................................................2-65Review Question..................................................................................................................2-66Agenda.................................................................................................................................2-68Reviewing Customer Information........................................................................................2-69Common Search Scenarios ..................................................................................................2-70Agenda.................................................................................................................................2-71Summary..............................................................................................................................2-72
Enter Import Orders .............................................................................................................3-1Enter Import Orders.............................................................................................................3-2Agenda.................................................................................................................................3-3Objectives ............................................................................................................................3-5Using Oracle Applications Help ..........................................................................................3-6Using Oracle Applications Help Within a Window.............................................................3-7Order Creation Methods ......................................................................................................3-8Defaulting Rules ..................................................................................................................3-9Taxation...............................................................................................................................3-10Global Tax Engine...............................................................................................................3-11Multiple Currency................................................................................................................3-12Order Currency ....................................................................................................................3-13Credit Checking...................................................................................................................3-14Credit Checking Steps .........................................................................................................3-15Review Question..................................................................................................................3-16Agenda.................................................................................................................................3-18Entering Header Information ...............................................................................................3-19Entering Pricing Information ...............................................................................................3-20Processing Credit Cards.......................................................................................................3-21Entering Shipping Information ............................................................................................3-22Agenda.................................................................................................................................3-23Entering Line Information ...................................................................................................3-24Entering Line Pricing...........................................................................................................3-25Adjusting Line Prices ..........................................................................................................3-26Applying Sales Credits ........................................................................................................3-27Sales Credits ........................................................................................................................3-28Review Question..................................................................................................................3-29Agenda.................................................................................................................................3-33Scheduling ...........................................................................................................................3-34
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R11i Order Management Suite of Products: Order Management Process Table of Contentsiv
Scheduling Options..............................................................................................................3-35On-line Scheduling ..............................................................................................................3-36Global ATP..........................................................................................................................3-37Entering Shipping Line Information....................................................................................3-38Entering Addresses for Lines...............................................................................................3-39Entering Project Information ...............................................................................................3-40Applying Notes and Attachments: Automatic .....................................................................3-41Applying Notes and Attachments: Manual..........................................................................3-42Booking Orders....................................................................................................................3-43Review Question..................................................................................................................3-44Process Messages.................................................................................................................3-46Practice ................................................................................................................................3-47Agenda.................................................................................................................................3-48Copying Orders....................................................................................................................3-49Practice ................................................................................................................................3-50Agenda.................................................................................................................................3-51EDI Transaction Flow: Outbound........................................................................................3-53EDI Transaction Flow: Inbound ..........................................................................................3-54Order Management/EDI Business Benefits .........................................................................3-55Order Management/EDI Functions......................................................................................3-56Set up Order Import .............................................................................................................3-57Import Orders Processing ....................................................................................................3-58EDI Error Viewing and Correction......................................................................................3-59Order Management Error Viewing and Correction .............................................................3-60Review Question..................................................................................................................3-61Agenda.................................................................................................................................3-63Drop Ship Overview............................................................................................................3-64Drop Ship Information.........................................................................................................3-65Drop Ship Process ...............................................................................................................3-66Creating a Drop Ship Line ...................................................................................................3-67Viewing Drop Ship Information ..........................................................................................3-68Drop Ship Order and Internally Sourced Order Processes..................................................3-69Drop Shipments: European Tax Triangulation ....................................................................3-70Review Question..................................................................................................................3-72Practice ................................................................................................................................3-74Creating Internal Orders ......................................................................................................3-76Overview .............................................................................................................................3-77Practice ................................................................................................................................3-78Quotes to Oracle Order Management ..................................................................................3-80Order Capture Functionality ................................................................................................3-82Agenda.................................................................................................................................3-83Summary..............................................................................................................................3-84
Oracle Configurator ..............................................................................................................4-1Oracle Configurator .............................................................................................................4-2Objectives ............................................................................................................................4-3Agenda.................................................................................................................................4-4Overview .............................................................................................................................4-5Sales Order Configurator Button .........................................................................................4-6Configurator Developer Model............................................................................................4-8Model Information Display When Configurator Is Launched .............................................4-9How to Launch Configurator: Steps 13 .............................................................................4-10How to Launch Configurator: Step 45...............................................................................4-11How to Launch Configurator: Step 6...................................................................................4-12Configuration Window ........................................................................................................4-13Configurator Window in OM Sample Model: Built from Imported BOM.........................4-14When the Selected Standard Item Is Invalid........................................................................4-15
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R11i Order Management Suite of Products: Order Management Process Table of Contentsv
How to Launch Configurator: Steps 79 .............................................................................4-16How to Launch Configurator: Steps 1012 .........................................................................4-17Demonstration: How to Configure a New Order ................................................................4-18Summary..............................................................................................................................4-19
Manage Orders ......................................................................................................................5-1Managing Orders .................................................................................................................5-2Agenda.................................................................................................................................5-3Objectives ............................................................................................................................5-5Using Oracle Applications Help ..........................................................................................5-6Using Oracle Applications Help Within a Window.............................................................5-7Agenda.................................................................................................................................5-8View Orders and Lines ........................................................................................................5-9Order Organizer Information ...............................................................................................5-10Viewing Orders....................................................................................................................5-11Viewing Additional Information..........................................................................................5-12Viewing Adjustments, Modifiers, and Reasons...................................................................5-14Viewing Attachments ..........................................................................................................5-15Viewing Purchase Information for Vendor Drop Ship Orders ............................................5-16Internet Customer Portal......................................................................................................5-17Internet Customer Portal Users............................................................................................5-18Review Question..................................................................................................................5-19Agenda.................................................................................................................................5-21Order Changes .....................................................................................................................5-22Mass Change........................................................................................................................5-23Applying Order and Line Mass Changes.............................................................................5-24Split Lines............................................................................................................................5-25Changing Drop Ship Orders ................................................................................................5-26Changes to Drop Ship Orders ..............................................................................................5-27Review Question..................................................................................................................5-28Agenda.................................................................................................................................5-30Three Ways to Stop an Order ..............................................................................................5-31Workflow Overview ............................................................................................................5-32Workflow.............................................................................................................................5-33Notifications ........................................................................................................................5-34Process Messages.................................................................................................................5-35Responding to Notifications ................................................................................................5-36Comparing Notifications and Holds ....................................................................................5-38Holds....................................................................................................................................5-39Applying Holds....................................................................................................................5-40Apply a Hold to a Specific Order or Return Line ................................................................5-41Apply Holds to Multiple Orders or Returns.........................................................................5-42Apply a Hold to Multiple Order or Return Lines.................................................................5-43Releasing Holds ...................................................................................................................5-45Review Question..................................................................................................................5-46Canceling Orders and Returns .............................................................................................5-48Canceling Order and Return Lines ......................................................................................5-50Purging Orders.....................................................................................................................5-51Review Question..................................................................................................................5-52Agenda.................................................................................................................................5-54Summary..............................................................................................................................5-55
Setup & Implementation Issues for Order Management ...................................................6-1Set Up & Implementation Issues for Order Management....................................................6-2Objectives ............................................................................................................................6-3Agenda Overview ................................................................................................................6-4Agenda.................................................................................................................................6-5Using Oracle Applications Help ..........................................................................................6-6
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R11i Order Management Suite of Products: Order Management Process Table of Contentsvi
Searching Oracle Applications Help....................................................................................6-7Resources.............................................................................................................................6-8Agenda.................................................................................................................................6-10Overview: Order Management Suite ...................................................................................6-11Overview: Order Management ............................................................................................6-12Overview: Order Management Integration Points ...............................................................6-13Agenda.................................................................................................................................6-15Installation: Process .............................................................................................................6-16Installation: Order Management and Shipping Execution ...................................................6-17Installation: Order Management and Pricing .......................................................................6-18Installation: Order Management and Configurator ..............................................................6-19Installation: Components .....................................................................................................6-20Agenda.................................................................................................................................6-21Setup Processes....................................................................................................................6-22Setup Process: System Administration ................................................................................6-25Setup Process: Flexfields .....................................................................................................6-26Setup Process: Inventory .....................................................................................................6-27Setup Process: Inventory ....................................................................................................6-28Setup Process: Profile Options ............................................................................................6-29Setup Process: Profile Options ...........................................................................................6-30Setup Process: System Parameters......................................................................................6-31Setup Process: Quickcodes ..................................................................................................6-33Setup Process: Quickcodes .................................................................................................6-34Setup Process: Customers....................................................................................................6-35Setup Process: Credit Checking Rules.................................................................................6-36Setup Process: Credit Checking Rules................................................................................6-38Setup Process: Salespersons ................................................................................................6-39Setup Process: Tax...............................................................................................................6-41Setup Process: Invoicing......................................................................................................6-45Setup Process: Workflow.....................................................................................................6-47Setup Process: Workflow....................................................................................................6-48Setup Process: Workflow.....................................................................................................6-50Setup Process: Order Import Sources ..................................................................................6-52Setup Process: Processing Constraints.................................................................................6-54Setup Process: Units of Measure .........................................................................................6-63Setup Process: Item Information..........................................................................................6-65Setup Process: Items ............................................................................................................6-67Setup Process: Cross References .........................................................................................6-70Setup Process: Configurations .............................................................................................6-72Setup Process: Defaulting Rules..........................................................................................6-74Setup Process: Defaulting Rules.........................................................................................6-80Setup Process: Document Sequences...................................................................................6-81Setup Process: Transaction Types .......................................................................................6-83Setup Process: Holds ...........................................................................................................6-86Setup Process: Holds ..........................................................................................................6-91Setup Process: Attachments.................................................................................................6-92Setup Process: Pricing .........................................................................................................6-94Setup Process: Shipping.......................................................................................................6-95Agenda.................................................................................................................................6-96Upgrade: Introduction..........................................................................................................6-97Upgrade: Performance Patches ............................................................................................6-98Upgrade: Table Changes......................................................................................................6-99Upgrade: Menus...................................................................................................................6-100Upgrade: Responsibilities ....................................................................................................6-101Upgrade: Users ....................................................................................................................6-102Upgrade: Order Import ........................................................................................................6-103Upgrade: Standard Value Rule Sets.....................................................................................6-104
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R11i Order Management Suite of Products: Order Management Process Table of Contentsvii
Upgrade: Security Rules ......................................................................................................6-105Upgrade: Functionality ........................................................................................................6-106Upgrade: Order Cycles ........................................................................................................6-107Implementation: Workflow..................................................................................................6-109Implementation: Multi-org ..................................................................................................6-111Agenda.................................................................................................................................6-114Summary..............................................................................................................................6-115
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R11i Order Management Suite of Products: Order Management Process Table of Contentsviii
Preface
Profile
Before You Begin This Course
Before you begin this course, you should have the following qualifications:
General order management business knowledge
Ability to navigate on Oracle Applications
Prerequisites
There are no prerequisites for this course.
How This Course Is Organized
R11i Order Management Suite of Products: Order Management Process is aninstructor-led course featuring lecture and hands-on exercises. Onlinedemonstrations and written practice sessions reinforce the concepts and skillsintroduced.
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R11i Order Management Suite of Products: Order Management Process Table of Contentsix
Related Publications
Oracle Publications
Title Part Number
Oracle Order Management Users Guide Release 11i
Additional Publications
System release bulletins
Installation and users guides
read.me files
Oracle Applications Users Group (OAUG) articles
Oracle Magazine
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R11i Order Management Suite of Products: Order Management Process Table of Contentsx
Typographic Conventions
Typographic Conventions in Text
Convention Element ExampleBold italic Glossary term (if
there is a glossary)The algorithm inserts the new key.
Caps andlowercase
Buttons,check boxes,triggers,windows
Click the Executable button.Select the Cant Delete Card check box.Assign a When-Validate-Item trigger to theORD block.Open the Master Schedule window.
Courier new,case sensitive(default islowercase)
Code output,directory names,filenames,passwords,pathnames,URLs,user input,usernames
Code output: debug.set (I, 300);Directory: bin (DOS), $FMHOME (UNIX)Filename: Locate the init.ora file.Password: User tiger as your password.Pathname: Open c:\my_docs\projectsURL: Go to http://www.oracle.comUser input: Enter 300Username: Log on as scott
Initial cap Graphics labels(unless the term is aproper noun)
Customer address (but Oracle Payables)
Italic Emphasized wordsand phrases,titles of books andcourses,variables
Do not save changes to the database.For further information, see Oracle7 ServerSQL Language Reference Manual.Enter user_id@us.oracle.com,where user_id is the name of the user.
Quotationmarks
Interface elementswith long namesthat have onlyinitial caps;lesson and chaptertitles in cross-references
Select Include a reusable module componentand click Finish.
This subject is covered in Unit II, Lesson 3,Working with Objects.
Uppercase SQL columnnames, commands,functions, schemas,table names
Use the SELECT command to viewinformation stored in the LAST_NAMEcolumn of the EMP table.
Convention Element ExampleArrow Menu paths Select File> Save.
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R11i Order Management Suite of Products: Order Management Process Table of Contentsxi
Brackets Key names Press [Enter].
Commas Key sequences Press and release keys one at a time:[Alternate], [F], [D]
Plus signs Key combinations Press and hold these keys simultaneously:[Ctrl]+[Alt]+[Del]
Typographic Conventions in Code
Convention Element ExampleCaps andlowercase
Oracle Formstriggers
When-Validate-Item
Lowercase Column names,table names
SELECT last_nameFROM s_emp;
Passwords DROP USER scottIDENTIFIED BY tiger;
PL/SQL objects OG_ACTIVATE_LAYER(OG_GET_LAYER
(prod_pie_layer))
Lowercaseitalic
Syntax variables CREATE ROLE role
Uppercase SQL commands andfunctions
SELECT useridFROM emp;
Typographic Conventions in Navigation Paths
This course uses simplified navigation paths, such as the following example, todirect you through Oracle Applications.
(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
This simplified path translates to the following:
1. (N) From the Navigator window, select Invoice > Entry > Invoice BatchesSummary.
2. (M) From the menu, select Query > Find.
3. (B) Click the Approve button.
Notations :
(N) = Navigator
(M) = Menu
(T) = Tab
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R11i Order Management Suite of Products: Order Management Process Table of Contentsxii
(I) = Icon
(H) = Hyperlink
(B) = Button
Typographical Conventions in Help System Paths
This course uses a navigation path convention to represent actions you performto find pertinent information in the Oracle Applications Help System.
The following help navigation path, for example
(Help) General Ledger > Journals > Enter Journals
represents the following sequence of actions:
1. In the navigation frame of the help system window, expand the GeneralLedger entry.
2. Under the General Ledger entry, expand Journals.
3. Under Journals, select Enter Journals.
4. Review the Enter Journals topic that appears in the document frame of thehelp system window.
Getting Help
Oracle Applications provides you with a complete online help facility.
Whenever you need assistance, simply choose an item from the Help menu topinpoint the type of information you want.
To display help for a current window:
1. Choose Window Help from the Help menu, click the Help button on thetoolbar, or hold down the Control key and type 'h'.
A web browser window appears, containing search and navigation frames onthe left, and a frame that displays help documents on the right.
The document frame provides information on the window containing thecursor. The navigation frame displays the top-level topics for yourresponsibility, arranged in a tree control.
2. If the document frame contains a list of topics associated with the window,click on a topic of interest to display more detailed information.
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R11i Order Management Suite of Products: Order Management Process Table of Contentsxiii
3. You can navigate to other topics of interest in the help system, or chooseClose from your web browser's File menu to close help.
Searching for Help
You can perform a search to find the Oracle Applications help information youwant. Simply enter your query in the text field located in the top-left frame of thebrowser window when viewing help, then click the adjacent Find button.
A list of titles, ranked by relevance and linked to the documents in question, isreturned from your search in the right-hand document frame. Click on whichevertitle seems to best answer your needs to display the complete document in thisframe. If the document doesn't fully answer your questions, use your browser'sBack button to return to the list of titles and try another.
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Overview to the Order Management ProcessChapter 1 - Page 1
Overview to the OrderManagement ProcessChapter 1
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Overview to the Order Management ProcessChapter 1 - Page 2
Overview to the Order Management Process
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Overview to the OrderManagement ProcessOverview to the OrderManagement Process
Oracle Order Management Release 11iOracle Order Management Release 11i
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Overview to the Order Management ProcessChapter 1 - Page 3
Objectives
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ObjectivesObjectives
After completing this course, you should be able todo the following: Define the functions and features relating to:
Managing customers Entering and importing orders and returns Configuring orders Managing orders Managing quotes Setting up and implementation
After completing this course, you should be able todo the following: Define the functions and features relating to:
Managing customers Entering and importing orders and returns Configuring orders Managing orders Managing quotes Setting up and implementation
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Overview to the Order Management ProcessChapter 1 - Page 4
Objectives
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ObjectivesObjectives
Describe the main capabilities used duringconfiguration and order processing such as: Entering, credit checking and card verification,
pricing, and discounting orders. Enteringmixed return and ordered items on sales order.
Managing holds, releases, and approvalnotifications.
Checking Available to Promise throughoutyour supply chain; scheduling andreserving orders.
Selecting configure-to-order (CTO), assemble-to-order (ATO), and pick-to-order (PTO)models, kits, and options during order entry byusing the Oracle Configurator.
Approving, holding, viewing, changing,copying, and canceling orders
Describe the main capabilities used duringconfiguration and order processing such as: Entering, credit checking and card verification,
pricing, and discounting orders. Enteringmixed return and ordered items on sales order.
Managing holds, releases, and approvalnotifications.
Checking Available to Promise throughoutyour supply chain; scheduling andreserving orders.
Selecting configure-to-order (CTO), assemble-to-order (ATO), and pick-to-order (PTO)models, kits, and options during order entry byusing the Oracle Configurator.
Approving, holding, viewing, changing,copying, and canceling orders
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Overview to the Order Management ProcessChapter 1 - Page 5
Objectives
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ObjectivesObjectives
Summarize the setup steps required to managecustomers, items, orders, and lines.
Define the steps required before passing the orderto Oracle Shipping Execution, including: Creating tolerances for over and under
shipments Providing support for Tax Triangulation
List some of the standard Oracle reports whichsupport the configure-to-order business process.
Process drop ship orders.
Summarize the setup steps required to managecustomers, items, orders, and lines.
Define the steps required before passing the orderto Oracle Shipping Execution, including: Creating tolerances for over and under
shipments Providing support for Tax Triangulation
List some of the standard Oracle reports whichsupport the configure-to-order business process.
Process drop ship orders.
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Overview to the Order Management ProcessChapter 1 - Page 6
Agenda
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AgendaAgenda
Order to Invoice Process Order to Invoice Process
Managing orders Managing orders Managing quotes Setting up and implementation Managing quotes Setting up and implementation
Configuring orders (CTO, ATO, and PTO) Configuring orders (CTO, ATO, and PTO)
Managing customers Managing customers Entering and importing orders and returns Entering and importing orders and returns
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Overview to the Order Management ProcessChapter 1 - Page 7
Basic Order Process
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Basic Order ProcessBasic Order Process
ShippingShipping
CustomerCustomer
SalesSalesDepartmentDepartment
InventoryInventory
OrderOrder
InvoiceInvoice OrderOrder
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Overview to the Order Management ProcessChapter 1 - Page 8
Some Interfaces and APIs Used in the R11i BusinessFlow
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Some Interfaces and APIs Used in theR11i Business Flow
Some Interfaces and APIs Used in theR11i Business Flow
CustomerCustomer
Enter OrderEnter OrderInventoryInventory
Pick/ShipPick/Ship
ScheduleSchedule
BookBookSales OrderSales Order
StandardOrder
ProcessCloseCloseOrderOrder
OracleOracleReceivablesReceivables
InvoiceInvoice
GLGL
OracleOracleInventoryInventory
GLGL
Order Import, Process Orders API
Scheduling/Sourcing API
MoveOrders,PickRelease,Pick ConfirmAPIs
InvoiceInterface
ProcessOrders API
Inventory Interface
Order Import,
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Overview to the Order Management ProcessChapter 1 - Page 9
Basic Order Process Flows
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Basic Order Process FlowsBasic Order Process FlowsStandard shippable
(Distributor)Standard shippable
(Manufacturer)
Customer requests order
Enter order
Schedule
Release order to Manufacturing
Ship product and update inventory
Invoice the customer
Complete Complete Complete
Invoice only
Book order
1
2
3
4
1
2
3
6
5
1
2
3
7
6
5
4 4
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Overview to the Order Management ProcessChapter 1 - Page 10
Vendor Drop Ship or Combination Standard with DropShip Order Flow
Copyright Oracle Corporation, 2000. All rights reserved.
Vendor Drop Ship or CombinationStandard with Drop Ship Order FlowVendor Drop Ship or Combination
Standard with Drop Ship Order Flow
Drop Ship ItemDrop Ship Item InternallyInternally Sourced Sourced Item Item
Drop Ship: Yes or No?
Enter order
Close sales order
Create invoice
Schedule
Ship and update inventory
Send to Purchasing
Supplier ship confirmation
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Overview to the Order Management ProcessChapter 1 - Page 11
Internal Order Flow
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Inventory
Expense
Internal Order FlowInternal Order Flow
Pick Release
Import or rescheduleImport or reschedulerequisitionsrequisitions
Create internalCreate internalsales ordersales order
ManuallyManuallycreatecreate
Requestor Demand
Approve requisition
Order entry
Schedule order
Ship confirmShip confirm
Intransit
Receive
Inventory ExpenseDirect
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Overview to the Order Management ProcessChapter 1 - Page 12
Workflow
Copyright Oracle Corporation, 2000. All rights reserved.
WorkflowWorkflow
Order Management is seeded with Workflowswhich control order processing
Workflows replace order cycles and approvals You can view order flow status using the graphical
Workflow Monitor
Order Management is seeded with Workflowswhich control order processing
Workflows replace order cycles and approvals You can view order flow status using the graphical
Workflow Monitor
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Overview to the Order Management ProcessChapter 1 - Page 13
Workflows
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WorkflowsWorkflows
The Workflows control the order header and theline processing. Order types and line types mustbe set up as follows: Header flows must be attached to the order
type Line flows must be attached to an order type,
line type, and item type combination Each line can follow a different flow You can have outbound and inbound lines on the
same order
The Workflows control the order header and theline processing. Order types and line types mustbe set up as follows: Header flows must be attached to the order
type Line flows must be attached to an order type,
line type, and item type combination Each line can follow a different flow You can have outbound and inbound lines on the
same order
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Overview to the Order Management ProcessChapter 1 - Page 14
Sample Header Flow
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Sample Header FlowSample Header Flow
EndEnter Book - Order,Manual
Close - Order
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Overview to the Order Management ProcessChapter 1 - Page 15
Sample Line Flow
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Sample Line FlowSample Line Flow
Unreserve
Close - LineCreate Supply - Line Invoice - LineEnter - Line Fulfill - Deferred Fulfill EndSchedule - Line Ship - Line, Manual
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Overview to the Order Management ProcessChapter 1 - Page 16
Workflows
Copyright Oracle Corporation, 2000. All rights reserved.
WorkflowsWorkflows
You can control when a workflow activity isperformed
You can defer costly activities to the WorkflowBackground Engine
You can customize your flows with WorkflowBuilder
You can control when a workflow activity isperformed
You can defer costly activities to the WorkflowBackground Engine
You can customize your flows with WorkflowBuilder
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Overview to the Order Management ProcessChapter 1 - Page 17
Review Question
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Review QuestionReview Question
You can do the following using Oracle Workflows:1. Customize Workflows using the Oracle Workflow
Builder2. Enter cycles to control the flow of orders3. View the status of an order using the
Workflow Monitor4. 1 and 25. 1 and 3
You can do the following using Oracle Workflows:1. Customize Workflows using the Oracle Workflow
Builder2. Enter cycles to control the flow of orders3. View the status of an order using the
Workflow Monitor4. 1 and 25. 1 and 3
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Overview to the Order Management ProcessChapter 1 - Page 18
Review Question
Copyright Oracle Corporation, 2000. All rights reserved.
Review QuestionReview Question
5. 1 and 35. 1 and 3
You can do the following using Oracle Workflows:1. Customize Workflows using the Oracle Workflow
Builder2. Enter cycles to control the flow of orders3. View the status of an order using the
Workflow Monitor4. 1 and 2
You can do the following using Oracle Workflows:1. Customize Workflows using the Oracle Workflow
Builder2. Enter cycles to control the flow of orders3. View the status of an order using the
Workflow Monitor4. 1 and 2
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Overview to the Order Management ProcessChapter 1 - Page 19
Agenda
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AgendaAgenda
Managing customers Managing customers
Managing orders Managing quotes Setting up and implementation
Managing orders Managing quotes Setting up and implementation
Entering and importing orders and returns Entering and importing orders and returns Configuring orders (CTO, ATO, and PTO) Configuring orders (CTO, ATO, and PTO)
Order to Invoice Process Order to Invoice Process
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Overview to the Order Management ProcessChapter 1 - Page 20
Managing Customers
Copyright Oracle Corporation, 2000. All rights reserved.
Managing CustomersManaging Customers
AssignAssigncustomers tocustomers to
profile classesprofile classes
Review customerReview customerinformationinformation
Create customerCreate customerprofile classesprofile classes
Create customerCreate customerrelationshipsrelationships
Eliminate duplicateEliminate duplicateinformationinformation
Enter customerEnter customerinformationinformation
Copyright Oracle Corporation, 2000. All rights reserved.
Overview to the Order Management ProcessChapter 1 - Page 21
Customers
Copyright Oracle Corporation, 2000. All rights reserved.
CustomersCustomers
You can: Create customer profile classes and assign them
to customers Create and maintain customer information Enter multiple ship-to sites for each customer Enable related customers to establish reciprocal
payment and contract terms Review customer information online and in reportsNote: The system will perform a search for yourcustomer before it allows you to enter a newcustomer.
You can: Create customer profile classes and assign them
to customers Create and maintain customer information Enter multiple ship-to sites for each customer Enable related customers to establish reciprocal
payment and contract terms Review customer information online and in reportsNote: The system will perform a search for yourcustomer before it allows you to enter a newcustomer.
Copyright Oracle Corporation, 2000. All rights reserved.
Overview to the Order Management ProcessChapter 1 - Page 22
Merging Incorrect Data
Copyright Oracle Corporation, 2000. All rights reserved.
Invoice 523Invoice 523
Merging Incorrect DataMerging Incorrect Data
Invoice 201Invoice 201
White Place, Invoices 201 and 523White Place, Invoices 201 and 523
White PlaceWhite Place White CorpWhite Corp
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Overview to the Order Management ProcessChapter 1 - Page 23
Customer Entry Methods
Copyright Oracle Corporation, 2000. All rights reserved.
Customer Entry MethodsCustomer Entry Methods
Standard customer entry Quick customer entry Customer interface
Standard customer entry Quick customer entry Customer interface
StandardStandardcustomer entrycustomer entry
Enter completeEnter completedetailsdetails
Quick customerQuick customerentryentry
Enter limited Enter limited informationinformation
CustomerCustomerinterfaceinterface
Import from Import from other systemsother systems
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Overview to the Order Management ProcessChapter 1 - Page 24
Customer Tab
Copyright Oracle Corporation, 2000. All rights reserved.
Customer TabCustomer Tab
Using the new Order Management customer tab,you can specify: Schedule limits GSA pricing Shipment information such as:
Ship set or arrival set lines Over and under shipment tolerances Over and under return tolerances Overship invoice basis
Using the new Order Management customer tab,you can specify: Schedule limits GSA pricing Shipment information such as:
Ship set or arrival set lines Over and under shipment tolerances Over and under return tolerances Overship invoice basis
Copyright Oracle Corporation, 2000. All rights reserved.
Overview to the Order Management ProcessChapter 1 - Page 25
Customer Credit Check and Credit Card Validation
Copyright Oracle Corporation, 2000. All rights reserved.
Customer Credit Check andCredit Card Validation
Customer Credit Check andCredit Card Validation
You can set credit and order limits for eachcustomer, customer profile class, orcustomer site.Orders go on hold automatically if they violatethese limits.
You can validate a customer credit card duringorder entry and Oracle iPayment will validate andreturn information back to Order Management.
You can set credit and order limits for eachcustomer, customer profile class, orcustomer site.Orders go on hold automatically if they violatethese limits.
You can validate a customer credit card duringorder entry and Oracle iPayment will validate andreturn information back to Order Management.
Copyright Oracle Corporation, 2000. All rights reserved.
Overview to the Order Management ProcessChapter 1 - Page 26
Review Question
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Review QuestionReview Question
Using the new Order Management customer tab, youcan specify ship set or arrival set lines.1. True2. False
Using the new Order Management customer tab, youcan specify ship set or arrival set lines.1. True2. False
Copyright Oracle Corporation, 2000. All rights reserved.
Overview to the Order Management ProcessChapter 1 - Page 27
Review Question
Copyright Oracle Corporation, 2000. All rights reserved.
Review QuestionReview Question
Using the new Order Management customer tab, youcan specify ship set or arrival set lines.1. True2. False
Using the new Order Management customer tab, youcan specify ship set or arrival set lines.1. True2. False
Copyright Oracle Corporation, 2000. All rights reserved.
Overview to the Order Management ProcessChapter 1 - Page 28
Agenda
Copyright Oracle Corporation, 2000. All rights reserved.
AgendaAgenda
Entering and importing orders and returns Entering and importing orders and returns
Order to Invoice Process Managing customers Order to Invoice Process Managing customers
Configuring orders (CTO, ATO, and PTO) Configuring orders (CTO, ATO, and PTO) Managing orders Managing orders Managing quotes Setting up and implementation Managing quotes Setting up and implementation
Copyright Oracle Corporation, 2000. All rights reserved.
Overview to the Order Management ProcessChapter 1 - Page 29
Order Entry Methods
Copyright Oracle Corporation, 2000. All rights reserved.
Order Entry MethodsOrder Entry Methods
Order or returnOrder or return
Enter orderEnter order or return online or return online
Copy anCopy anorder or returnorder or return
Import fromImport fromother systemsother systems
EnterEnterorder or returnorder or return
EDIEDI
Order ImportOrder Import
Order or returnOrder or return
Copyright Oracle Corporation, 2000. All rights reserved.
Overview to the Order Management ProcessChapter 1 - Page 30
General Order Import Flow
Copyright Oracle Corporation, 2000. All rights reserved.
General Order Import FlowGeneral Order Import Flow
OracleOracleapplicationsapplications
Inbound flowInbound flow
Open interfaceOpen interfacetables (inbound)tables (inbound)
InterfaceInterfacefilefile
EDI standardEDI standardor ASCII fileor ASCII file
OracleOraclee-Commercee-Commerce
GatewayGateway
TranslatorTranslator DataDatacommucommu--nicationsnications
ISA~BEG~0
0
N1~ST~
850BT12
35789SG
41825520
Copyright Oracle Corporation, 2000. All rights reserved.
Overview to the Order Management ProcessChapter 1 - Page 31
Entering Orders in the Sales Orders Window
Copyright Oracle Corporation, 2000. All rights reserved.
Entering Orders in the Sales Orders WindowEntering Orders in the Sales Orders Window
Book OrderAvailabilityConfiguratorActions
Line ItemsOrderInformation
Sales Orders (5648) - Forecast Test Customer 01
Order TotalMain Pricing Shipping Addresses Returns Services Others
1.1 AS54888 Ea.
Sentinel Standard DesktopDescription0.00Line Total
0 1,000.00 Line Ordered Item Qty UOM Unit Selling Price
Line Quantity
Copyright Oracle Corporation, 2000. All rights reserved.
Overview to the Order Management ProcessChapter 1 - Page 32
Sales Order Entry
Copyright Oracle Corporation, 2000. All rights reserved.
Sales Order EntrySales Order Entry
Use the Sales Orders window to enter orders andreturns.
Use the Order Information tabs to enter headerinformation not specific to a particular line.
Use the Line Items tabs to enter informationspecific to each line item. Line item information overrides the same type
of information entered at the header lever. Line items can be order or return items on the
same order.
Use the Sales Orders window to enter orders andreturns.
Use the Order Information tabs to enter headerinformation not specific to a particular line.
Use the Line Items tabs to enter informationspecific to each line item. Line item information overrides the same type
of information entered at the header lever. Line items can be order or return items on the
same order.
Copyright Oracle Corporation, 2000. All rights reserved.
Overview to the Order Management ProcessChapter 1 - Page 33
Header Information
Copyright Oracle Corporation, 2000. All rights reserved.
Header InformationHeader Information
The Order Information section of the Sales Orderswindow allows you to enter header informationsuch as: Customer, customer bill-to and ship-to addresses Order type Price list and payment terms Salesperson and sales credit Currency and tax information Payment and freight terms Credit card number General shipping information
The Order Information section of the Sales Orderswindow allows you to enter header informationsuch as: Customer, customer bill-to and ship-to addresses Order type Price list and payment terms Salesperson and sales credit Currency and tax information Payment and freight terms Credit card number General shipping information
Copyright Oracle Corporation, 2000. All rights reserved.
Overview to the Order Management ProcessChapter 1 - Page 34
Line Information
Copyright Oracle Corporation, 2000. All rights reserved.
Line InformationLine Information
The Line Items section of the Sales Orders formenables you to enter: Main information such as:
Ordered item, quantity (whole or decimal),scheduled ship date, and so on. It enables you tofind pricing for items.
Pricing Shipping Addresses Return information Service information Miscellaneous information such as the project
number
The Line Items section of the Sales Orders formenables you to enter: Main information such as:
Ordered item, quantity (whole or decimal),scheduled ship date, and so on. It enables you tofind pricing for items.
Pricing Shipping Addresses Return information Service information Miscellaneous information such as the project
number
Copyright Oracle Corporation, 2000. All rights reserved.
Overview to the Order Management ProcessChapter 1 - Page 35
Line Sets
Copyright Oracle Corporation, 2000. All rights reserved.
Line SetsLine Sets
You can: Have three types of line groupings
Ship sets Arrival sets Fulfillment sets
Automatically put lines into sets Change set attributes in Sales Order form Break sets through shipping
You can: Have three types of line groupings
Ship sets Arrival sets Fulfillment sets
Automatically put lines into sets Change set attributes in Sales Order form Break sets through shipping
Copyright Oracle Corporation, 2000. All rights reserved.
Overview to the Order Management ProcessChapter 1 - Page 36
Item Pricing
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Item PricingItem Pricing
Order Management calls the OraclePricing Engine for prices
API API returnAdvanced pricingAdvanced pricingin-board userin-board userinterfaceinterface
Base price
Discounts
TermsFreight charges
Selling price
Oraclepricing
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Overview to the Order Management ProcessChapter 1 - Page 37
Advanced Pricing Engine
Copyright Oracle Corporation, 2000. All rights reserved.
Price lists
Formulas
Modifiers
Advanced Pricing EngineAdvanced Pricing Engine
PRICING ENGINE
INPUT OUTPUT
DataData
One Customer One Item
AllAll
Base priceBase price
DiscountsDiscountsPromotionsPromotions
TermsTerms
CouponsCoupons
Qualifiers = Who =Eligibility
Attributes =What =ProductService
Select
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Overview to the Order Management ProcessChapter 1 - Page 38
Advanced Pricing Terms
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Advanced Pricing TermsAdvanced Pricing Terms
Qualifiers: control who is eligible for certainprices (price lists), price adjustments, andbenefits (modifiers)
Attributes: control what product or service isbeing priced or modified
Price lists: list of items with prices Formulas: determine prices or modifiers based on
a formula or combination of factors Modifiers: determine how pricing requests and
lines are adjusted, for example: discounts reducethe price by a fixed amount or percentage
Qualifiers: control who is eligible for certainprices (price lists), price adjustments, andbenefits (modifiers)
Attributes: control what product or service isbeing priced or modified
Price lists: list of items with prices Formulas: determine prices or modifiers based on
a formula or combination of factors Modifiers: determine how pricing requests and
lines are adjusted, for example: discounts reducethe price by a fixed amount or percentage
Copyright Oracle Corporation, 2000. All rights reserved.
Overview to the Order Management ProcessChapter 1 - Page 39
Pricing
Copyright Oracle Corporation, 2000. All rights reserved.
PricingPricing
Through Oracle Order Management, you can use theOracle Pricing Engine to: Set up price lists Define pricing attributes Copy and adjust price lists Set Government Service Administration
(GSA) pricing Define pricing formulas Set up modifiers so you can adjust prices, have
freight and special charges and surcharges Set up limited qualifiers
Through Oracle Order Management, you can use theOracle Pricing Engine to: Set up price lists Define pricing attributes Copy and adjust price lists Set Government Service Administration
(GSA) pricing Define pricing formulas Set up modifiers so you can adjust prices, have
freight and special charges and surcharges Set up limited qualifiers
Copyright Oracle Corporation, 2000. All rights reserved.
Overview to the Order Management ProcessChapter 1 - Page 40
Advanced Pricing
Copyright Oracle Corporation, 2000. All rights reserved.
Advanced PricingAdvanced Pricing
If you purchase Oracle Advanced Pricing, you can doall the functions listed previously plus much more.You can also: Have an unlimited number of:
Secondary price lists Pricing attributes Qualifiers
Set up dynamic formulas as well as static Define qualifier groups and attribute mapping Set up promotions and deals Set points and ranges for price breaks
If you purchase Oracle Advanced Pricing, you can doall the functions listed previously plus much more.You can also: Have an unlimited number of:
Secondary price lists Pricing attributes Qualifiers
Set up dynamic formulas as well as static Define qualifier groups and attribute mapping Set up promotions and deals Set points and ranges for price breaks
Copyright Oracle Corporation, 2000. All rights reserved.
Overview to the Order Management ProcessChapter 1 - Page 41
Tax Triangulation
Copyright Oracle Corporation, 2000. All rights reserved.
You can calculate tax amounts for cross borderinternational shipments.
Tax can be based on: Ship-to Ship-from FOB Point of
order origin Point of order
acceptance
You can calculate tax amounts for cross borderinternational shipments.
Tax can be based on: Ship-to Ship-from FOB Point of
order origin Point of order
acceptance
Tax TriangulationTax Triangulation
Orderingcompany
SupplierSupplier CustomerCustomer
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Overview to the Order Management ProcessChapter 1 - Page 42
Scheduling Orders
Copyright Oracle Corporation, 2000. All rights reserved.
Scheduling OrdersScheduling Orders
During order entry, you can scheduleonline using: AutoScheduling Manually
You can also set up a Workflow Process toSchedule-Line
You can use the Schedule Orders concurrentprogram
During order entry, you can scheduleonline using: AutoScheduling Manually
You can also set up a Workflow Process toSchedule-Line
You can use the Schedule Orders concurrentprogram
Copyright Oracle Corporation, 2000. All rights reserved.
Overview to the Order Management ProcessChapter 1 - Page 43
Scheduling Order Lines
Copyright Oracle Corporation, 2000. All rights reserved.
Scheduling Order LinesScheduling Order Lines
ATPATPInquiryInquiry
ScheduleSchedule
Order ManagementOrder ManagementManufacturing/Manufacturing/
DistributionDistribution
We have an orderWe have an orderfor 500 items onfor 500 items on1/7. Can we fill it?1/7. Can we fill it?
Were planning aWere planning arun on 1/8 andrun on 1/8 andcan give you 500can give you 500then, but not onthen, but not on1/7.1/7.
I have the numbersI have the numberson the orders weon the orders wetook today.took today.
Great, I mayGreat, I mayneed to adjustneed to adjustthe forecast andthe forecast andour supply plan.our supply plan.
We need to shipWe need to ship100 items to ACME100 items to ACMEtomorrow. Can youtomorrow. Can youset aside inventoryset aside inventoryfor it?for it?
Sure, weve gotSure, weve got125 on hand. Ill125 on hand. Illmark 100 of themmark 100 of themfor ACME.for ACME.
ReservationsReservations
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Overview to the Order Management ProcessChapter 1 - Page 44
Global ATP Server
Copyright Oracle Corporation, 2000. All rights reserved.
Boston, M2Order Entry
Global ATP View
Chicago, S1
Global ATP ServerGlobal ATP Server
Instance 1
Availability100
Boston, M2 Miami, D2
Customer
Instance 2
Availability0
Instance 3
Availability50
Order125
R11R11ii..11 ATP Result:ATP Result:
Available 125Available 125100 from S1100 from S1
25 from D2 25 from D2oror
75 from S1 75 from S1 50 from D2 50 from D2
* Global ATP* Global ATPis availableis availableif you haveif you haveOracle APSOracle APS
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Overview to the Order Management ProcessChapter 1 - Page 45
Attachments
Copyright Oracle Corporation, 2000. All rights reserved.
AttachmentsAttachments
You can apply attachments that are either in textor graphical or URL based
You can have these apply automatically You can manually apply previously setup rule
based attachments You can also create new attachments using the
Attachments (paperclip) button on the SalesOrders window.
You can apply attachments that are either in textor graphical or URL based
You can have these apply automatically You can manually apply previously setup rule
based attachments You can also create new attachments using the
Attachments (paperclip) button on the SalesOrders window.
Copyright Oracle Corporation, 2000. All rights reserved.
Overview to the Order Management ProcessChapter 1 - Page 46
Invoicing
Copyright Oracle Corporation, 2000. All rights reserved.
InvoicingInvoicing
Option to print details of discounts Pass individual freight and other charges to AR Ordered item description Workflow replaces Receivables Interface
concurrent program
Option to print details of discounts Pass individual freight and other charges to AR Ordered item description Workflow replaces Receivables Interface
concurrent program
Copyright Oracle Corporation, 2000. All rights reserved.
Overview to the Order Management ProcessChapter 1 - Page 47
Review Question
Copyright Oracle Corporation, 2000. All rights reserved.
Review QuestionReview Question
The Oracle Pricing Engine uses the following todetermine who is eligible and what to price:1. Customer numbers and promotions2. Qualifiers and attributes3. Modifiers and discounts4. None of the above5. All of the above
The Oracle Pricing Engine uses the following todetermine who is eligible and what to price:1. Customer numbers and promotions2. Qualifiers and attributes3. Modifiers and discounts4. None of the above5. All of the above
Copyright Oracle Corporation, 2000. All rights reserved.
Overview to the Order Management ProcessChapter 1 - Page 48
Review Question
Copyright Oracle Corporation, 2000. All rights res