Managing Orders

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Agenda

Managing OrdersOrder Changes

Holds

Canceling Orders

Copying OrdersSplitting Order Lines

Close Orders


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Managing Orders

In Addition to entering and booking of the Sales orders, your application provides

additional functionalities to modify, cancel, hold and purge sales orders necessitated

by your complex business processes.


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Managing Orders

Order Changes:

Order Management provides you with the ability to automate the process of

changing various types of orders and track quantity changes made to orders

during the order flow. Any changes made to the sales orders could be tracked and

applied with Notification Workflow.


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Managing Orders Applying Changes

Query the sales order in

Order Organizer and choose

to open the Order.

Choose the line where the

Changes have to be made

and execute the order line

changes.

Enter the changes and Save

your work.


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Managing OrdersOnce the changes are applied a

window will be prompted to enter the

reason on for Qty changes. Select

the appropriate reason and press

OK

Select the Notification option and

accept the appropriate user

responsibility to approve the orderchange


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Managing Orders

Holds

Application enables you to hold an order, return, order line, or return line from

continuing to progress through its workflow by utilizing the holds feature. Holds can

be applied manually or automatically based on a set of criteria you define, such asa credit check hold.

You can define as many different holds as you need to manage your business.


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Managing OrdersApplying Hold to the orders

Query the Sales Order through OrderOrganizer, Open the order Apply Holds

through Actions Button.

Select the appropriate hold name and

hold until date and comments to press on

Apply Holds.

Now the sales order will be on Hold for

mentioned reason till the Hold Until dateor till manually releasing the hold.


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Managing Orders

Application provides with the ability to release holds on orders,

returns and lines and release hold sources.

Release holds on specific orders, returns, or lines; release a holdsource that holds many orders or lines.

If a hold was defined with specific hold authorizations, you must

be logged in as one of the responsibilities permitted to remove this

hold

Releasing Holds on the Orders.


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Managing Orders

Navigate to the Sales Orders

window and query the order or

return you want to release the

hold.

Click Actions and select Release

Holds.


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Managing Orders

Select the release Reason for hold

Optionally, enter Comment

Click the Release.

Save your work.


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Managing Orders

Freight and Special Charges:

The freight and special charges capability of your application enables

you to capture, store, update, and view costs associated with a

shipment, order, container, or delivery.You can either itemize or

summarize such charges on your orders.This capability includes

functionality to pass customer charge information to Oracle

Receivables for invoicing.


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Managing OrdersCanceling Sales Orders

You can cancel sales orders, order lines, returns, and return lines.

Order Management automatically adjusts reservations for cancelledlines.

If you want to cancel an entire order, you need to do so before any

of the order lines are shipped, or invoiced.


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Managing Orders

Navigate to the Order Organizer

window and query the order or returnyou want to apply the cancellation to.

Click Actions

Select Cancel

Select the reason why you are

canceling the order.

Select OK.

Re query the Sales order to see the

changes.


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Managing Orders

The Copy Orders function of the application is integrated with the Sales

Orders window and supports multi-selection of records.

In addition to copying orders it facilitates copying lines from within anorder or across orders to a new order, or adding them to an existing order.

Copying Orders:


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Managing Orders

Query an order, click Action andchoose Copy

Specify an Order Type to change itand click Ok

Navigate to the Copy Header/Lineand Pricing Options to exclude childentities


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Managing Orders Copy the Headers and the Lines for the

sales order by checking the options for

copying

Click ok after all the attributes to becopied have been checked.

The newly copied Order/Orders will be

available via the 'Today's Orders' nodein the Order Organizer tree in the Sales

Order Pad.


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Managing Orders

Splitting order lines functionality in the Application provides withsplitting of the the order Quantity based on the requirement.

Split Quantities can be shipped on two different dates. When an

order line is split in this manner, it is considered a manual or user

initiated split.

Splitting Order Lines


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Managing Orders Query and Open the Sales

order

Click on the Actions button to

choose Split line

Mention the line quantity to

be split on the Split Line

Window

Click Split.


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Managing Orders Once the Split is executed, the Sales order line items would

pick up the number of lines the Splitting has been performed forthe Primary Ordered Quantity.


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Managing Orders

Close lines and close orders are implemented using workflow. Order

Management provides seeded close line and close order workflow

sub-processes to close the order header and line, respectively.

Once an order is closed, no lines can be added.

Closing orders that are complete, enhances performance, since

many programs,windows and report queries retrieve open orders

only.

Close Orders


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Managing OrdersClose order activity / workflow diagram

Managing Orders

Documents

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