2

Overview of Order Management and Fulfillment

Part 1 Introduction
Order Management and Fulfillment Implementation

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Learning Objectives

After completing this lesson, you should be able to:

• Explain the key features of Order Management Cloud
• Identify the interactions between Order Management, Pricing, Configurator, Shipping,
Global Order Promising, and Receivables
• Differentiate between a draft order and an order revision
• Create and submit a new order using the Order Management Cloud user interface
• Create a return order
• Create an order with subscription and coverage
• Track an order during various stages of fulfillment using the Order Management work
area

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Order-to-Cash Flow
Oracle Order Management and Fulfillment: Overview

Optimize Sourcing Orchestrate

& Schedule Fulfillment
Manage, View, & Pick & Ship
Enrich Order

Order Global Order

Inventory Finance
Create, Configure, Management Promising
Bill & Collect
& Price Order

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Business Case: End-to-End Flow

Vision Corporation is a high-tech manufacturer that captures orders for standard items, kits,
and configured products from multiple channels. Some products are manufactured in-house
and shipped from its facilities. Vision also fulfills orders using drop ship and back-to-back
fulfillment. After the orders are fulfilled, the invoices are sent to the customer.

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Topics

• Order Management and Fulfillment

• Order Management: Integrations
• Business Flows
– New Order
– New Order with Trade Compliance Screening
– Return Order
– Change Order
– Order with a bill-only process

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 Order Management and Fulfillment Functional Steps

Enter customer, select products, collaborate*, configure products, price, sales

Capture credit, check supply, tax, check credit*, check for trade compliance*, validate,
* Indicates optional
get approval*, submit, print order, email order, revise, return functionality

Schedule
Reserve
Fulfill Plan transportation*
Check trade compliance*
Ship
Drop ship
Back-to-back

Invoice
Cash Bill
Collect

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Order Management and Fulfillment: Order Capture and Fulfillment
Direct
EDI
Call Center
• Order Capture
– Focus: Capture customer demand
Web POS
– Channel-specific: Web, mobile, call
center, direct sales, partners
– Customer-facing: Pricing,
configuring, availability, order status Order Capture

• Order Fulfillment Hub Fulfill

– Focus: Orchestrating and monitoring

fulfillment across all channels using WMS
all available fulfillment options 3PL
– Inward-facing: Coordination with
Store
other Oracle SCM Cloud products
(Purchasing, Manufacturing, and Supplier
CM
Inventory Management) and other
solutions to fulfill orders
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Order Management and Fulfillment: Applications and Key Features
Order Pricing Configurator
• Search and view • Targeting pricing strategies • Dynamic runtime user interface
• Create, edit, change, copy – Customer pricing profiles – Embedded task flow
• Edit many order lines in a single transaction – Pricing segments – User interface conditions
– Pricing strategies
• Drafts, revisions • Validation Services
• Pricing and shipping rules
• Select products – simple, configured – Product and service pricing – Headless
• Price – Price list import – Integrated into Order Management
• Promising and availability – Cost plus pricing • Configuration pricing
• Payment, credit check – Discounts • Transactional item attributes
• Shipping preferences – Tier and attribute-based adjustment • Supplemental structure
• Tax – Shipping and freight charges • Constraint rules
• Returns – Currency conversion
Shipping
• Attachments – Tax integration
– Manual adjustments • Pick and pack
• Dashboard and analytics • Record freight cost
– Guidelines
• Import – create, change, edit • Configurable pricing processes
• Defaulting and validation – Configurable price execution process
• All orchestration functionality – Pricing totals
• Extensibility – Pricing results in price breakdown
• Error notification and handling – Price validation
• Print and email order – Invoking external services from
• Approvals algorithms
• Coverages
• Subscriptions

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Topics

• Order Management and Fulfillment

• Order Management: Integrations
• Business Flows
– New Order
– New Order with Trade Compliance Screening
– Return Order
– Change Order
– Order with a bill-only process

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 Order Management Integrations Shipping,
Transportation
Procurement,
Management, Global
Inventory,
Trade Management,
Receivables,
Credit Check
Receiving

Published Events
Order, Ship, Bill, Receive, PO, and
Oracle Cloud
Sales Order, Order Order Status Applications
CPQ

Fulfilment
Status,* Change Order Oracle Order
Capture

Management Order and

API E-Business
Cloud Gateway
Order Status* Suite
Customer-Specific or OHS
Other
Customer-Specific
Other

LEGEND
Usage
Integration among Oracle Fusion applications or
to other Oracle applications
Integration using web services
Sample integrations provided
*
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Topics

• Order Management and Fulfillment

• Order Management Integrations
• Business Flows
– New Order
– Return Order
– Change Order
– Order With a Bill-Only Process

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Business Flows

• New order
• Return order
• Change order (order revision)
• Order with a bill-only process

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Business Flow: New Order

Add Check Validate,

Header Configure
Items Supply Book
Order
Price

Pick Ship
Fulfillment Schedule Reserve
Release Confirm

Cash Invoice

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Business Flows

• New order
• New order with trade compliance screening
• Return order
• Change order (order revision)
• Order with a bill-only process

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Business Flow: Return Order

Locate Original Choose Items to Create Return

Order Order Return
Enter Details
Order

Confirm
Receive Item Receipt

Cash Credit Customer

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Business Flows

• New order
• Return order
• Change order (order revision)
• Order with a bill-only process

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Business Flow: Change Order

Locate Create Make Submit

Original Order Revision Changes Change Order
Order
Price

Shipment Pick Release Ship Confirm

Cash Invoice/Bill

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Business Flows

• New order
• Return order
• Change order (order revision)
• Order with a bill-only process

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Ordering an Item With a Bill-Only Process

Header
Add Item Validate & Book
Order (customer, BU..)

Price

Cash
Invoice

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Demonstration: 2-1

• Creating and Processing a New Order of a Standard Item With Coverage

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Demonstration: 2-2

• Creating and Processing a Return Order

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Summary

In this lesson, you should have learned how to:

• Explain the key features of Order Management Cloud
• Identify the interactions between Order Management, Pricing, Configurator, Shipping,
Global Order Promising, and Receivables
• Differentiate between a draft order and an order revision
• Create and submit a new order using the Order Management Cloud user interface
• Create a return order
• Create an order with subscription and coverage
• Track an order during various stages of fulfillment
using the Order Management work area

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