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 .


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

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

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

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

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

This step is required if you plan on creating user defined QuickCodes for utilization within Order Management. This step is required. Step 9---Workflow Define 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.   Step 8---QuickCodes Define QuickCodes that provide custom values for many lists of values throughout Order Management. 11 ---Confidential . Defaulting values are provided.

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

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

14 ---Confidential . defaulting rules. order lines. payment terms. and freight terms. This step is required. return 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. you can assign a default price list. workflow assignments.   Step 17---Customers Define information on your customers. line types. For each order type.

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

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. This step is required if you plan on performing automatic hold for orders or returns. 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.

This step is required.Step 25---Attachments Define standard documents to attach automatically to orders and returns.  17 ---Confidential .  Step 26---Freight Charges and Carriers Define 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---Shipping Define shipping parameters in Oracle Shipping Execution. This step is optional.

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

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

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

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 .

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

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 .

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

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

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

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