OM StudentGuide Vol1 OM

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


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


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


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


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


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


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


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


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.


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


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 [email protected],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.


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


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.


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.


Overview to the Order Management ProcessChapter 1 - Page 1

Overview to the OrderManagement ProcessChapter 1



Overview to the Order Management Process


Overview to the OrderManagement ProcessOverview to the OrderManagement Process

Oracle Order Management Release 11iOracle Order Management Release 11i



Objectives


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



Objectives



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



Objectives



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.



Agenda


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



Basic Order Process


Basic Order ProcessBasic Order Process

ShippingShipping

CustomerCustomer

SalesSalesDepartmentDepartment

InventoryInventory

OrderOrder

InvoiceInvoice OrderOrder



Some Interfaces and APIs Used in the R11i BusinessFlow


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,



Basic Order Process Flows


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



Vendor Drop Ship or Combination Standard with DropShip Order Flow


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



Internal Order Flow


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



Workflow


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



Workflows


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



Sample Header Flow


Sample Header FlowSample Header Flow

EndEnter Book - Order,Manual

Close - Order



Sample Line Flow


Sample Line FlowSample Line Flow

Unreserve

Close - LineCreate Supply - Line Invoice - LineEnter - Line Fulfill - Deferred Fulfill EndSchedule - Line Ship - Line, Manual



Workflows


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



Review Question


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



Workflow Monitor4. 1 and 25. 1 and 3



Review Question



5. 1 and 35. 1 and 3



Workflow Monitor4. 1 and 2



Workflow Monitor4. 1 and 2



Agenda


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



Managing Customers


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



Customers


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.



Merging Incorrect Data


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



Customer Entry Methods


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



Customer Tab


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



Customer Credit Check and Credit Card Validation


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.



Review Question



Using the new Order Management customer tab, youcan specify ship set or arrival set lines.1. True2. False




Review Question







Agenda


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



Order Entry Methods


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



General Order Import Flow


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



Entering Orders in the Sales Orders Window


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



Sales Order Entry


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.



Header Information


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



Line Information


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



Line Sets


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



Item Pricing


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



Advanced Pricing Engine


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



Advanced Pricing Terms


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



Pricing


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



Advanced Pricing


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



Tax Triangulation


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



Scheduling Orders


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



Scheduling Order Lines


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



Global ATP Server


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



Attachments


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.



Invoicing


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



Review 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

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