Technical Foundation Order Management

David Woolbright DARC Corporation

Agenda
• • • • • • • Review - Reading an ERD Help->Examine-> Block: SYSTEM Field: LAST QUERY Overview – Order Management Order Management Forms Order Management Tables Order Management Workflows Question and Answers

Reading an ERD

Utility Diagnostics

OM Flowchart
Overview: Order Management Integration Points Overview: Order Management Integration Points
GL

Inventory Interface Oracle Inventory Move Orders, Pick Release, Pick Confirm APIs Process Order API

Oracle Receivables Invoice Interface Standard Order Process Scheduling/ Sourcing API

Invoice

Customer Order Import , Process Order API

Pick/Ship

Book Order Inventory Schedule Enter Order
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Overview
Major Functionality includes:
• Creating and Managing Customer Orders • Controlling Order Flows
– – – – Booking Shipping Scheduling Invoicing

Order Management Forms
Sales Order Form (Order Management > Orders, Returns > Sales Orders)

Order Management Forms
Sales Order Form (Order Management > Orders, Returns > Sales Orders)

Order Management Forms
Transaction Type Form (Order Management > Setup > Transaction Types > Define)

Order Management Forms
Assign Line Flows Form (Order Management > Setup > Transaction Types > Define)

Order Management Tables
Supporting Tables
Orders
OE_ORDER_HEADERS_ALL OE_TRANSACTION _TYPES_ALL

OE_ORDER_LINES_ALL

MTL_SYSTEM_ITEMS_B

OM Workflows
Order Header Workflow • Controls parallel workflow functions of the line
– Booking of lines – Waits for lines to close before it closes

• Associated to the Order Level Transaction Types

OM Workflows
• Order Line Workflows • Controls all functions of sales order lines
– – – – Approvals Scheduling Shipping Invoicing

• Associated to the line types assigned to the Order Level Transaction Types • Can have multiple line types and line flows tied to the Order Level Transaction Types

Questions and Answers

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