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Order Management TrainingOrder Management Training

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Introduction Introduction

Three cycles in Oracle Applications Plan to make. Order to cash Procure to Pay

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Basic Order ProcessBasic Order ProcessBasic Order ProcessBasic Order Process

ShippingShipping

CustomerCustomer

SalesSalesDepartmentDepartment

InventoryInventory

OrderOrder

InvoiceInvoice OrderOrder

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Basic Order Process FlowBasic Order Process FlowBasic Order Process FlowBasic Order Process Flow

Customer requests order

Enter order

Schedule

Release order

Ship product and update inventory

Invoice the customer

Complete

Book order

1

2

3

6

5

4

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Topics which we coverTopics which we cover

ORDER MANAGEMENT-----SETUP STEPS CREATING A SALES ORDER BACK ORDERED RMA DROP SHIPMENT INTERNAL SALES ORDER

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ORDER MANAGEMENT-----SETUP STEPSORDER MANAGEMENT-----SETUP STEPS

Step 1--Flexfields Define key and descriptive Flexfields to capture

additional information about orders and transactions. This step is required for Key Flexfields, and optional if you plan on using the functionality surrounding Descriptive Flexfields. Several defaulting values are provided.

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Step 2---Multiple OrganizationsDefine multiple organizations in Oracle Inventory. This step is optional.

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Step 3---Inventory Organizations Define inventory organizations (warehouses),

parameters, subinventories, and picking rules in Oracle Inventory.

You must define at least one item validation organization and at least one organization that acts as an inventory source for orders fulfilled internally. If you plan to drop ship some orders, you must also define at least one logical organization for receiving purposes. Your item validation organization can be the same as your inventory source or your logical receiving organization, but you cannot use one organization for all three purposes.

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Step 4---Profile OptionsStep 4---Profile Options

Define profile options to specify certain implementation parameters, processing options, and system options.

This step is required.

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Step 5---ParametersSet your Order Management Parameters to validate items, enable customer relationships, and operating unit defaults. This step is required.

Step 6---InvoicingDefine invoicing information, including payment terms, invoicing and accounting rules, Auto accounting parameters, territories, and invoice sources. This step is required if you plan on transferring invoicing information to Oracle Receivables. Several defaulting values are provided.

Step 7---TaxDefine tax features, such as codes, rates, exceptions, and exemptions. This step is required.

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Step 8---QuickCodesDefine QuickCodes that provide custom values for many lists of values throughout Order Management.This step is required if you plan on creating user defined QuickCodes for utilization within Order Management. Defaulting values are provided.

Step 9---WorkflowDefine order and line processing flows to meet different order and line type requirements. This step is required.

Step 10---Document Sequences (Order Numbering)Define Document Sequences for automatic or manual numbering of orders. This step is required.

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Step 11---Order Import SourcesDefine sources for importing orders into Order Management. This step is required if you plan on importing orders or returns into Order Management.This is done in Purchasing.

Step 12---Units of MeasureDefine the units of measure in which you supply items. This step is required. -----INV

Step 13---Item InformationDefine item information, including item attribute controls, categories, and statuses. This step is required. -----INV

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Step 14---ItemsDefine the items that you sell, as well as container items. This step is required. -----INV

Step 15---PricingDefine price lists for each combination of item and unit of measure that you sell. Optionally, you can define pricing rules and parameters to add flexibility. This step is required.

Step 16---Customer ClassesDefine customer profile classes. This step is required if you plan on using the functionality surrounding Customer Profiles. Several defaulting values are provided. --AR

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Step 17---CustomersDefine information on your customers. This step is required. ---AR

Step 18---Item Cross-ReferencesDefine item cross-references---INV

Step 19---Order Management Transaction Types (Order and Line Types)Define Order Management transaction types to classify orders and returns. For each order type, you can assign a default price list, defaulting rules, order lines, return lines, line types, workflow assignments, payment terms, and freight terms. This step is required.

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Step 20---Cost of Goods Sold (COGS)Set up your Cost of Goods Sold Accounting Flexfields combination (COGS Account) in Oracle Inventory.

Step 21---Processing ConstraintsDefine processing constraints to prevent users from adding updating, deleting, splitting lines, and cancelling order or return information beyond certain points in your order cycles. Use the constraints Order Management provides, which prevent data integrity violations, or create your own. This step is optional. Several default values for processing constraints have been defined.

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Step 22---Defaulting RulesDefine defaulting rules to determine the source and prioritization for defaulting order information to reduce the amount of information you must enter manually in the Sales Orders window. This step is optional.

Step 23---Credit CheckingDefine your credit checking rules. This step is required if you plan on performing any type of order credit checking.

Step 24---HoldsDefine automatic holds to apply to orders and returns. This step is required if you plan on performing automatic hold for orders or returns.

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Step 25---AttachmentsDefine standard documents to attach automatically to orders and returns. This step is optional.

Step 26---Freight Charges and CarriersDefine freight charges and freight carriers to specify on orders. This step is required if you plan on charging customers for freight or additional order charges.

Step 27---ShippingDefine shipping parameters in Oracle Shipping Execution. This step is required.

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To create a sales orderTo create a sales order Set up of organization parameters. Create a price list with the items you created. Create an order type/transaction type, which

includes 2 line types one for the line orders, second for line returns, and assign these both in an order type.

Define a sequence, as how your order documents numbers should come.

Then assign this sequence to the order type you are using and order number comes from the order type

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To create a sales order contd.. To create a sales order contd..

Define pick slip grouping rules and pick release sequence rules.

Define shipping documents.Then assign these 2 things (4. & 5.) in the

shipping parameters.From the above things you can create a

sales order.

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BACK ORDEREDBACK ORDERED

If the items are coming back from the staging area to the source subinventory.

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RMARMA

If the material is coming back from customers after reaching them. Then we do RMA to accept that back

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DROP SHIPMENTDROP SHIPMENT

Supplying material to your customers by getting it from a external source (supplier)

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Vendor Drop Ship or Combination Vendor Drop Ship or Combination Standard with Drop Ship Order FlowStandard with Drop Ship Order Flow

Drop Ship ItemDrop Ship Item Internally Sourced ItemInternally Sourced 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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Internal sales orderInternal sales order

Getting material from any of the other organization by means of a internal requisition.

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Internal Order FlowInternal Order Flow

Inventory

Expense

Pick Release

Import or reschedule Import or reschedule requisitionsrequisitions

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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Where to Get More InformationWhere to Get More Information

Other training sessionsList books, articles, electronic sourcesConsulting services, other sources

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ENDEND

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Where to Get More InformationWhere to Get More Information

Other training sessionsList books, articles, electronic sourcesConsulting services, other sources

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Where to Get More InformationWhere to Get More Information

Other training sessionsList books, articles, electronic sourcesConsulting services, other sources