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Oracle Order Management Overview

Agenda

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

Agenda

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

What is Oracle Order


Management?
Depreciation/ Asset
Transactions

Subledger
Entries
Subledger
Accounting

Assets
Assets

Receivables/
Revenue/ Receipts

Payables/
Expenses/
Payments

Receivables
Inventory
Activity

Accruals

Invoices
Customers

Payables
Accounting

Suppliers

Requisitions
Items
Purchasing/
iProcurement

General Ledger

Inventory
Internal Requisitions

Order
Management

Order to Cash Lifecycle


Transfer
Accountin
g to GL via
SLA

Ordering
1.

Schedulin
g

8.
2.

Cash
Manageme
nt

7.

Orderin
g
Accounting

Shipping
3.

Collecting
6.
Collection
and
Receipts

4.
5.

Bill Presentment
Architecture

AutoInvoice
to
Invoicing/Reven Receivables
ue

What is Oracle Order


Management?
Overview of Oracle Order Management
Order Capture and Order Fulfillment

Order to Cash Lifecycle


Order Management

Enter

Shipping Execution

Book

Pick
Release

Ship
Confirm

AutoInvoice
Cash Management

Receivables

Invoice

Receipt

Bank
Reconciliation

Agenda

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

Order Management Flow


PO Customers

Phone from
Customer

Enter
Sales Order

Create
Delivery Order

Custome
r

Salesperson

Book and Schedulling

Release
Sales Order
for Picking

Pick Confirm

Ship Confirm

Invoice

Receive Payment

Sales Admin

Logistic

Cashier /
Finance /
Accounting

Transfer to
General Ledger

Order to Cash Lifecycle


1.
2.
3.
4.
5.
6.
7.
8.
9.

Enter header information on sales order


Enter line information on sales order
Processing Constraints and Defaulting Rules
The Pricing Engine
View the workflow process for the order
Check Availability and Book the order
Pick release the order
Ship confirm the order
Use Autoinvoice to create an invoice

Agenda

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

Sales Agreements

Negotiate long-term agreement


Author and negotiate contract terms*
Approve Sales Agreement
Customer signs Sales Agreement
Order against SA (Release)
Accumulate quantities or dollar values ordered against
SA
Terminate SA at expiration date or max agreed quantity
or dollar value reached
*Requires Oracle Sales Contracts

Negotiation Agreement

Time period
Products and item categories
Min/Max quantities or dollar values
Prices and discounts
Payment and Freight terms

Approve Sales Agreement


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

Agenda

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

Scheduling Process

Checking
Available to Promise (ATP)

Placing demand

Shipping the order


Reserving
on-hand
inventory

Running
pick release

Agenda

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

Holds

Order Hold

Agenda

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

Pricing Process

Entered
order
line

Price list
or
agreement

Modifiers Unit price

Overview of Price Lists


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

Price of item is sent


from price list to
sales order / calling
application
Price List

Sales Order

Pricing Engine

Agenda

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

Shipping Method

Shipping Execution Flow


Order Management Workflow
Activities

Schedule Line

Create
Supply

Ship Line

Sales Order Line in Ship Line Workflow


activity
Order
Change
Line:Ready to
s
Release
Order
Manageme
nt

Order Line
Status:
Awaiting
Shipping

Shipping
Execution

Shipping Process
Creates
Move
Order
Run Pick Release

Details
Move Order

Move Order

Inventory
Transact Move Order

Load Truck

Ship Confirm

Material
Dropped

Staging Sub-Inventory

Pick Confirm

Move Orders

Move Orders

Request To
Transfer
Materials

Subinvento
ry

Staging
Location

Pick Confirmation

Subinvento
ry

Transfer
s

Staging
Location

Ship Confirm

Ship
Confirm

Staging
Location

Ship

Agenda

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

Return Material Authorization


(RMA)

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

Agenda

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

Order Management Integration


Types of Order Management
integration :
Drop Shipment
Back-to-Back Orders

Drop Shipment
Order Management and Purchasing
integration
Supplier ships directly to customer
Supplier

Ship To

Invoice
Purchas
e Order

Advanced
Shipment
Notice

Custom
er
Invoice
Purchas
e Order

Seller
Sales
Order

Drop Shipments Across Ledgers

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

Drop Shipments Across Ledgers


Led1/OU1

Customer

Legend

Local
Sales
Organizati
on

Physical Flow
Ledger
Financial Transaction Flow
Operating Unit

Led2/OU2

Factory

Led
OU

Back-to-Back Orders
Links sales orders and purchase orders
Pegging (hard reservation) of supply to demand
Auto create requisitions
Flow of reservation supply from requisition to
PO to inventory
Use of workflow to automate process steps
Supplier
Purchas
e Order

Customer

Shipment
Shipmen
t
Seller
Sales
Order

Purchas
e Order

Getting Started
Login to E-Business Suite
1

2
3

1. Access E-Business Suite from browsers using URL


2. Enter Valid User Name
3. Enter Valid Password & Click Login Button

E-Business Suite Home page

1.
2.
3.
4.

View or respond to your most important notifications from the Worklist.


Access E-Business Suite functions from the Navigator.
Set Preferences.
Navigate to frequently-used functions or Web pages from Favorites.

Select Responsibility & Function

1. Select Responsibility from


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

Forms-Based Applications

1. Select Sub Menu / Function from List


2. Register Top Ten List for frequently used functions

The Forms Toolbar

1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.

The New icon opens a new record.


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

Enter Sales Order

Sales Order

Sales Order
Sales Order Entry with Discount

Sales Order

Sales Order Entry with Discount

Sales
Order
Inventory Availability

Approved Sales Order

Sales Order Booked

Approved
Sales
Order
Sales Order Booked

Approved Sales Order


Query Inventory Reservation by Sales Order

Approved Sales Order


Query Inventory On-hand Availability

Release Sales Order for


Picking
Release Sales Order for Inventory
Picking

Release Sales Order for


Picking
Release Sales Order for Inventory
Picking

Pick Confirm
Inventory Picking Confirm

Create Delivery Order


Create Delivery Note/Packing Slip

Ship Confirm