Order Management Training

1 ---Confidential

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



Basic Order Process Customer Invoice Order Order Shipping Sales Department Inventory 3 ---Confidential .

Basic Order Process Flow 1 Customer requests order 2 Enter order 3 Book order 4 Schedule Release order 5 Ship product and update inventory 6 Invoice the customer Complete ---Confidential 4 .


and optional if you plan on using the functionality surrounding Descriptive Flexfields. This step is required for Key Flexfields. Several defaulting values are provided.ORDER MANAGEMENT-----SETUP STEPS MANAGEMENT-----SETUP Step 1--Flexfields Define key and descriptive Flexfields to capture additional information about orders and transactions. 6 ---Confidential .

7 ---Confidential . This step is optional. Step 2---Multiple Organizations Define multiple organizations in Oracle Inventory.

8 ---Confidential . subinventories. If you plan to drop ship some orders.Step 3---Inventory Organizations  Define inventory organizations (warehouses). Your item validation organization can be the same as your inventory source or your logical receiving organization. and picking rules in Oracle Inventory. but you cannot use one organization for all three purposes. parameters. you must also define at least one logical organization for receiving purposes.  You must define at least one item validation organization and at least one organization that acts as an inventory source for orders fulfilled internally.

processing options.  ---Confidential .  This step is required.Step 4---Profile Options 4---Profile Define profile options to specify certain implementation parameters. and system options.

   Step 5---Parameters Set your Order Management Parameters to validate items. and invoice sources. Several defaulting values are provided. such as codes. rates. This step is required. including payment terms. Step 7---Tax Define tax features. and exemptions. Auto accounting parameters. enable customer relationships. Step 6---Invoicing Define invoicing information. This step is required if you plan on transferring invoicing information to Oracle Receivables. This step is required. territories. and operating unit defaults. 10 ---Confidential . invoicing and accounting rules. exceptions.

This step is required if you plan on creating user defined QuickCodes for utilization within Order Management. Step 9---Workflow Define order and line processing flows to meet different order and line type requirements. This step is required. 11 ---Confidential . Step 10---Document Sequences (Order Numbering) Define Document Sequences for automatic or manual numbering of orders.   Step 8---QuickCodes Define QuickCodes that provide custom values for many lists of values throughout Order Management. This step is required. Defaulting values are provided.

This step is required if you plan on importing orders or returns into Order Management. categories. This step is required.Step 11---Order Import Sources Define sources for importing orders into Order Management.  Step 12---Units of Measure Define the units of measure in which you supply items. This step is required. -----INV  Step 13---Item Information Define item information. This is done in Purchasing. -----INV  12 ---Confidential . including item attribute controls. and statuses.

   Step 14---Items Define the items that you sell. This step is required. as well as container items. This step is required if you plan on using the functionality surrounding Customer Profiles. This step is required. Optionally. Step 16---Customer Classes Define customer profile classes. -----INV Step 15---Pricing Define price lists for each combination of item and unit of measure that you sell. --AR 13 ---Confidential . Several defaulting values are provided. you can define pricing rules and parameters to add flexibility.

line types. and freight terms. For each order type.   Step 17---Customers Define information on your customers. workflow assignments. return lines. payment terms. defaulting rules. This step is required. you can assign a default price list. 14 ---Confidential . order lines. ---AR Step 18---Item Cross-References Define item cross-references---INV Step 19---Order Management Transaction Types (Order and Line Types) Define Order Management transaction types to classify orders and returns. This step is required.

deleting. Several default values for processing constraints have been defined. Use the constraints Order Management provides. 15 ---Confidential . or create your own.  Step 20---Cost of Goods Sold (COGS) Set up your Cost of Goods Sold Accounting Flexfields combination (COGS Account) in Oracle Inventory. splitting lines. Step 21---Processing Constraints Define processing constraints to prevent users from adding updating. which prevent data integrity violations. This step is optional. and cancelling order or return information beyond certain points in your order cycles.

This step is required if you plan on performing automatic hold for orders or returns. 16 ---Confidential . Step 23---Credit Checking Define your credit checking rules. This step is required if you plan on performing any type of order credit checking. Step 24---Holds Define automatic holds to apply to orders and returns.   Step 22---Defaulting Rules Define 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 27---Shipping Define shipping parameters in Oracle Shipping Execution.Step 25---Attachments Define standard documents to attach automatically to orders and returns. This step is required. This step is required if you plan on charging customers for freight or additional order charges.  Step 26---Freight Charges and Carriers Define freight charges and freight carriers to specify on orders. This step is optional.  17 ---Confidential .

which includes 2 line types one for the line orders. and assign these both in an order type. Then assign this sequence to the order type you are using and order number comes from the order type 18 ---Confidential . Create a price list with the items you created. as how your order documents numbers should come. Define a sequence.To create a sales order      Set up of organization parameters. second for line returns. Create an order type/transaction type.

 From the above things you can create a sales order.  Then assign these 2 things (4.) in the shipping parameters.  Define shipping documents. & 5.  19 ---Confidential . Define pick slip grouping rules and pick release sequence rules.To create a sales order contd..

---Confidential 20 .BACK ORDERED  If the items are coming back from the staging area to the source subinventory.

RMA  If the material is coming back from customers after reaching them. Then we do RMA to accept that back ---Confidential 21 .

DROP SHIPMENT  Supplying material to your customers by getting it from a external source (supplier) ---Confidential 22 .

Vendor Drop Ship or Combination Standard with Drop Ship Order Flow Enter order Drop Ship: Yes or No? Drop Ship Item Send to Purchasing Supplier ship confirmation Internally Sourced Item Schedule Ship and update inventory Create invoice Close sales order ---Confidential 23 .

---Confidential 24 .Internal sales order  Getting material from any of the other organization by means of a internal requisition.

Internal Order Flow Requestor Manually create Demand Import or reschedule requisitions Approve requisition Create internal sales order Order entry Schedule order Pick Release Inventory Expense Direct Intransit Ship confirm Receive Inventory Expense 25 ---Confidential .

electronic sources  Consulting services.Where to Get More Information  Other training sessions  List books. other sources ---Confidential 26 . articles.

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articles.Where to Get More Information  Other training sessions  List books. other sources ---Confidential 28 . electronic sources  Consulting services.

articles. other sources ---Confidential 29 . electronic sources  Consulting services.Where to Get More Information  Other training sessions  List books.

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